Wednesday, January 27, 2021
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Conditional Formatting

Conditional reporting can often seem like magic. These posts and articles show conditional reporting in action.

To use Account Groups in Excel formulas, you first must define the groups. Here’s how to do it using either simple lists or Dynamic Arrays.

How to Define General Ledger Account Groups in Excel

In Part 1 of this series, How to Report GL Account Groups in Excel, we explored the strategy for creating financial reports that use...
A manager needs to assign employee color codes to various tasks they perform for customers. Here's one way to do it with Excel's conditional formatting.

Use Conditional Formatting with Formulas to Manage Employee Tasks

"I have a simple Excel sheet with a list of to-do items down the left hand column. I have clients along the top. For...
Here's how to use a formula that returns TRUE or FALSE in Excel's conditional formatting feature to highlight rows that contain specific numbers or text.

How to Use Conditional-Format Formulas to Change Background Colors

"I have an Excel table with a column that will be filled with 'yes' or 'no. When a user enters 'yes' to a cell,...
When you combine conditional formatting with charts you can create detailed chart legends that match the relative positions of the lines in your chart.

How to Create Dynamic Chart Legends in Excel

When I saw a chart designed like the ones below in the Wall Street Journal, I knew I had to create one just like...
Here's how to use formulas and conditional formatting to expand or contract your Excel report automatically, without macros, when you change a cell value.

Create Variable-Length, Dynamic Reports Linked to Excel Tables

Excel Tables are a powerful feature introduced in Excel 2007. Not only can you report from them directly, you can use them as a...
Conditional formatting with formulas offers power and flexibility for your Excel reports. Here's how to get started.

Conditional Formatting with Formulas

Excel offers two types of conditional formatting. Although both types are very useful, one of them is more widely used than the other…probably because...

Latest Articles

To use Account Groups in Excel formulas, you first must define the groups. Here’s how to do it using either simple lists or Dynamic Arrays.

How to Define General Ledger Account Groups in Excel

In Part 1 of this series, How to Report GL Account Groups in Excel, we explored the strategy for creating financial reports that use...
We compare Excel's five columnar lookup functions.

XLOOKUP vs VLOOKUP vs INDEX-MATCH vs SUMIFS

SUMIFS? Really? Why is SUMIFS included among those lookup methods? I'll explain in a few minutes. But first, let's look at the lookup methods shown in...
How to aggregate named groups of GL accounts.

How to Report GL Account Groups in Excel

Believe it or not, this income statement is quite sophisticated. It's not nearly as simple-minded as it looks. In fact, this income statement illustrates a...
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